BAM

Boyar Asset Management Portfolio holdings

AUM $153M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$226K
3
+$220K
4
GXO icon
GXO Logistics
GXO
+$217K
5
MODG icon
Topgolf Callaway Brands
MODG
+$102K

Top Sells

1
+$124K
2
+$116K
3
+$99.3K
4
AMP icon
Ameriprise Financial
AMP
+$98.7K
5
HD icon
Home Depot
HD
+$81.4K

Sector Composition

1 Financials 22.43%
2 Technology 22.01%
3 Consumer Discretionary 16.01%
4 Communication Services 15.05%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.2%
+48,230
27
$1.6M 1.18%
23,104
+1,152
28
$1.57M 1.16%
26,062
-192
29
$1.55M 1.14%
34,606
-550
30
$1.3M 0.96%
47,330
-205
31
$1.26M 0.93%
7,609
-66
32
$1.22M 0.9%
26,545
-66
33
$1.21M 0.9%
74,851
-212
34
$1.19M 0.88%
26,981
35
$1.14M 0.85%
9,561
-60
36
$1.11M 0.82%
20,225
-107
37
$1.1M 0.82%
6,361
38
$951K 0.7%
5,458
-34
39
$906K 0.67%
4,372
+54
40
$867K 0.64%
32,461
-599
41
$754K 0.56%
34,674
-460
42
$717K 0.53%
3,696
43
$658K 0.49%
1,929
-22
44
$573K 0.42%
17,052
-53
45
$553K 0.41%
10,731
+61
46
$509K 0.38%
4,412
-45
47
$506K 0.37%
15,332
-53
48
$491K 0.36%
2,548
-20
49
$462K 0.34%
101,866
-1,360
50
$460K 0.34%
38,663
-3,479
1
2
3 4